No. 1 in US stock turnover on Friday$NVIDIA (NVDA.US)$It closed 4.17% higher, reaching another record high, and the stock price approached $600. The transaction was US$31.817 billion. According to reports, Meta plans to buy 350,000 H100 video cards from Nvidia by the end of this year.

Second place$Advanced Micro Devices (AMD.US)$The closing price rose 7.11% to a record high of US$23.631 billion. S&P confirmed AMD's A- rating and the outlook is stable.

Investment bank Raymond James raised the target prices of several chip companies, raised Nvidia's target price from $600 to $700, and raised AMD's target price from $140 to $190. At the same time, the bank also raised Intel's target price from $48 to $54; Micron Technology's target price was raised from $90 to $100.

3rd place$Tesla (TSLA.US)$The closing was 0.15% higher, and the transaction was US$21,515 million. According to data from market research institutes, Tesla is no longer the most shorted stock among US listed companies; it has dropped to third place in the shorting list.

As of January 12, about US$18.52 billion of Tesla shares were held as short bets, falling behind Apple and Microsoft. The latter two had short positions of approximately US$18.63 billion and US$18.61 billion, respectively. However, Tesla's net short position ratio is still the highest among the “Big Seven” stocks, accounting for 3.06% of its total tradable shares.

Fourth place$Apple (AAPL.US)$The closing was 1.55% higher, and the transaction was $13.134 billion. Apple Vision Pro starts accepting pre-orders in the US. According to the official website, the product has three storage capacities to choose from: 256GB, 512GB, and 1TB. Users may be required to provide additional expenses to purchase reading lenses or prescription ZEISS lenses.

There are reports that after Apple Vision Pro began pre-orders in the US, delivery was quickly delayed until March. Earlier, Apple announced that Vision Pro will go on sale on February 2 at all Apple offline and online stores in the US.

5th place$Microsoft (MSFT.US)$Sales rose 1.22% to $11.636 billion. According to media reports, Microsoft and OpenAI are facing antitrust investigations, but it is not clear which department is responsible. The US Department of Justice and the US Federal Trade Commission (FTC) are reportedly discussing in depth which agency can investigate OpenAI, including the relationship between the creators of ChatGPT and Microsoft on antitrust grounds.

Three people familiar with the matter revealed that a few months ago, the FTC began negotiations with the Department of Justice to determine who will review the matter. However, people familiar with the matter said that neither agency is prepared to relinquish their jurisdiction, and this needs to be resolved before the US government interferes with the partnership between the two companies.

Over the past few years, Microsoft has invested billions of dollars into OpenAI. OpenAI is using Microsoft's vast computing resources to develop its own technology, and Microsoft is integrating OpenAI's services into its core business, including the Bing search engine. Some people familiar with the matter said that given the speed at which this technology is developing, these agencies must reach a solution as soon as possible.

6th place$Super Micro Computer (SMCI.US)$The closing surged 35.94% to $9.223 billion. The company expects net sales of $3.6 billion to $3.65 billion for the second quarter, up from the previous forecast of $2.7 billion to $2.9 billion. Diluted earnings per share are expected to be $4.90 to $5.05, previously estimated at $3.75 to $4.24, adjusted earnings per diluted share of $5.40 to $5.55, and previously estimated at $4.40 to $4.88. The new guidelines also far exceeded market expectations of $2.84 billion in revenue and adjusted earnings of $4.55 per share.

7th place$Meta Platforms (META.US)$The closing price was 1.95%, a record high. The transaction was US$8.281 billion, and the market capitalization was close to US$1 trillion. Zuckerberg revealed on social media on Friday that Meta is planning to build its own AGi, an AI that can reach or surpass the level of human intelligence in most fields, and promises to open up this technology to the public.

To build infrastructure that supports the vision of AGI, Zuckerberg said Meta plans to get around 350,000 H100 GPUs from Nvidia by the end of this year. If you add other GPUs, the total computing power the company has will be close to the computing power that 600,000 H100 can provide.

Eighth place$Amazon (AMZN.US)$The closing was 1.2% higher, and the transaction was $7.986 billion. According to the news, Amazon's plan to buy robot vacuum cleaner manufacturer iRobot for $1.4 billion is expected to be blocked by EU antitrust regulators due to concerns that the deal will hurt the interests of other manufacturers.

Amazon was told at a meeting with European Commission officials on Thursday that the deal could be vetoed, according to people familiar with the matter. The final decision still requires formal approval from the EU political leadership and will be made before February 14.

The deal is also likely to be opposed in the US. According to people familiar with the matter, the US Federal Trade Commission (FTC) has been drafting a lawsuit seeking to prevent this acquisition.

According to another report, the Amazon cloud platform AWS said on Friday that it plans to invest 2.26 trillion yen (about 15.24 billion US dollars) in Japan by 2027 to expand cloud computing infrastructure as the backbone of artificial intelligence services. Amazon said in a statement that the company will invest in expanding technical facilities in major cities such as Tokyo and Osaka to meet growing customer demand.

9th place$Broadcom (AVGO.US)$It closed 5.88% higher, a record high. The stock price surpassed 1,200 US dollars and traded 6.342 billion US dollars. The chip sector of US stocks was generally higher on Friday.

10th$Alphabet-A (GOOGL.US)$The closing was 2.02% higher, and the transaction was US$4.998 billion. 13th place$Alphabet-C (GOOG.US)$The closing was 2.06% higher, and the transaction was US$4.06 billion. According to reports, Google will invest 1 billion US dollars to build a new data center in Waltham Cross, Hertfordshire, England. The company said at a news conference on Thursday that the 33-acre plot will create construction and technology jobs for the local community.

15th$Boeing (BA.US)$The closing was 1.61% higher, and the transaction was US$3,049 billion. On the 19th local time, Atlas Air said that shortly after a plane took off from Miami International Airport, the engine failed and has now landed safely. According to data from the Aeronautical Information website, the plane in question was a Boeing 7478 freighter.

Furthermore, Alaska Airlines issued a statement on the 17th local time saying that the company's maintenance and engineering technicians have completed a preliminary inspection of its Boeing 737MAX9 fleet in response to the requirements of the US Federal Aviation Administration and provided relevant data to Boeing.

Boeing will share this data with the US Federal Aviation Administration for further analysis. Alaska Airlines also announced that it will continue to cancel flights operated by this type of airliner until the 21st. Cancellations operated by this type of airliner will affect 110 to 150 flights every day.

17th$Intel (INTC.US)$The closing was up 3.02%, and the transaction was US$2,684 million. Regent Finance raised the target price of Intel and many other chip stocks on Friday, raising Intel's target price from $48 to $54.

18th place$PayPal (PYPL.US)$The closing was 6.01% higher, and the transaction was US$2.48 billion.

20th$Alibaba (BABA.US)$The closing was 2.01% higher, and the transaction was US$2,375 million.

editor/tolk